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Fund detail

Coatue Management (Laffont)

famous-pm, tech, growth, active

Quarters 52
2021-03-31 $18.24B
Positions 66
Showing 29 of 29 rows (filtered from 96)

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 DISNEY WALT CO DIS $1.12B 6.15% 6,082,125 -4,974,143 -44.99% 7.49% 2016-12-31 $185 ~$112 +65.41%
2 TESLA INC TSLA $1.09B 5.95% 1,625,925 -524,664 -24.40% 5.68% 2013-06-30 $668 ~$197 +239.86%
3 SUNRUN INC RUN $1.03B 5.64% 17,013,861 -1,679,104 -8.98% 4.85% 2020-09-30 $60 ~$75 -19.28%
4 SQUARE INC XYZ $881.0M 4.83% 3,880,031 -2,255,010 -36.76% 4.99% 2016-03-31 $227 ~$84 +170.08%
5 UBER TECHNOLOGIES INC UBER $727.7M 3.99% 13,349,119 -7,816,943 -36.93% 4.04% 2019-06-30 $55 ~$39 +41.19%
6 PAYPAL HLDGS INC PYPL $713.0M 3.91% 2,936,119 -3,910,393 -57.12% 6.00% 2016-03-31 $243 ~$97 +149.88%
7 ZILLOW GROUP INC Z $645.0M 3.54% 4,975,368 -456,424 -8.40% 2.64% 2015-09-30 $130 ~$92 +41.28%
8 FACEBOOK INC META $628.1M 3.44% 2,132,571 -32,632 -1.51% 2.21% 2013-09-30 $295 ~$126 +133.41%
9 NUANCE COMMUNICATIONS INC NUANEUR $621.6M 3.41% 14,244,774 -2,370,090 -14.26% 2.74% 2013-06-30 $44 ~$31 +42.35%
10 NETFLIX INC NFLX $486.5M 2.67% 932,694 -502,493 -35.01% 2.90% 2013-06-30 $522 ~$120 +333.64%
11 AGORA INC API $480.7M 2.64% 9,562,594 -507,432 -5.04% 1.49% 2020-12-31 $50 ~$40 +27.07%
12 ZOOM VIDEO COMMUNICATIONS IN ZM $378.1M 2.07% 1,176,814 -1,338,621 -53.22% 3.17% 2019-06-30 $321 ~$177 +81.20%
13 CROWDSTRIKE HLDGS INC CRWD $336.8M 1.85% 1,845,197 -2,119,092 -53.45% 3.14% 2020-03-31 $183 ~$62 +194.46%
14 ANAPLAN INC PLANUSD $296.8M 1.63% 5,511,412 -2,939,578 -34.78% 2.27% 2018-12-31 $54 ~$40 +35.85%
15 SHOPIFY INC SHOP $285.5M 1.57% 257,998 -179,766 -41.06% 1.85% 2017-06-30 $1,107 ~$869 +27.27%
16 L BRANDS INC LBEUR $281.5M 1.54% 4,550,433 -1,779,671 -28.11% 0.88% 2013-06-30 $62 ~$22 +185.27%
17 GLOBAL PMTS INC GPN $277.3M 1.52% 1,375,454 -2,033,835 -59.66% 2.75% 2019-06-30 $202 ~$169 +19.02%
18 PINTEREST INC PINS $275.6M 1.51% 3,723,441 -530,787 -12.48% 1.05% 2020-09-30 $74 ~$52 +42.56%
19 INSULET CORP PODD $252.4M 1.38% 967,339 -786,907 -44.86% 1.68% 2019-09-30 $261 ~$180 +44.73%
20 ZILLOW GROUP INC ZG $213.0M 1.17% 1,621,042 -77,044 -4.54% 0.86% 2015-03-31 $131 ~$67 +96.60%
21 PELOTON INTERACTIVE INC PTON $176.3M 0.97% 1,567,621 -3,541,398 -69.32% 2.90% 2019-12-31 $112 ~$32 +246.36%
22 BROADCOM INC AVGO $147.3M 0.81% 317,584 -58,944 -15.65% 0.62% 2018-06-30 $464 ~$269 +72.55%
23 STITCH FIX INC SFIX $80.4M 0.44% 1,623,700 -115,829 -6.66% 0.38% 2018-12-31 $50 ~$31 +61.03%
24 DATADOG INC DDOG $69.3M 0.38% 831,798 -501,798 -37.63% 0.49% 2019-09-30 $83 ~$36 +128.81%
25 DOCUSIGN INC DOCU $46.1M 0.25% 227,691 -992,277 -81.34% 1.01% 2019-12-31 $202 ~$147 +37.30%
26 INOVIO PHARMACEUTICALS INC $29.0M 0.16% 3,126,923 -450,000 -12.58% 0.12% 2020-06-30 $9 ~$25 -63.14%
27 SNAP INC SNAP $8.1M 0.04% 154,484 -188,516 -54.96% 0.06% 2017-03-31 $52 ~$20 +163.79%
28 EASTMAN KODAK CO KODK $7.7M 0.04% 975,000 -150,000 -13.33% 0.03% 2020-09-30 $8 ~$9 -10.77%
29 BOEING CO BA $357K 0.00% 1,400 -207,959 -99.33% 0.17% 2019-12-31 $255 ~$255 +0.16%